LIBERTY ALL STAR EQUITY FUND
Institutional Ownership & Holdings Analysis
About
liberty-all-star-equity-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | LPL Financial LLC(2025-03-31) | $28.6M |
| 2 | MORGAN STANLEY(2025-03-31) | $21.5M |
| 3 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $19.9M |
| 4 | ROYAL BANK OF CANADA(2025-03-31) | $12.5M |
| 5 | AMERIPRISE FINANCIAL INC(2025-03-31) | $11.1M |
| 6 | Bensler, LLC(2025-03-31) | $11.0M |
| 7 | Janney Montgomery Scott LLC(2025-03-31) | $7.7M |
| 8 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $5.7M |
| 9 | OSAIC HOLDINGS, INC.(2025-03-31) | $5.5M |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC(2025-03-31) | $3.9M |
| 11 | UBS Group AG(2025-03-31) | $3.4M |
| 12 | Cambridge Investment Research Advisors, Inc.(2025-03-31) | $2.9M |
| 13 | Invesco Ltd.(2025-03-31) | $2.8M |
| 14 | WELLS FARGO & COMPANY/MN(2025-03-31) | $2.7M |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $2.6M |
| 16 | Cetera Investment Advisers(2025-03-31) | $2.4M |
| 17 | BANK OF AMERICA CORP /DE/(2025-03-31) | $2.4M |
| 18 | HighTower Advisors, LLC(2025-03-31) | $2.3M |
| 19 | Private Advisor Group, LLC(2025-03-31) | $2.2M |
| 20 | Shaker Financial Services, LLC(2025-03-31) | $2.1M |
As of 2025-03-31
Value:$28.6M
As of 2025-03-31
Value:$21.5M
As of 2025-03-31
Value:$19.9M
As of 2025-03-31
Value:$12.5M
As of 2025-03-31
Value:$11.1M
As of 2025-03-31
Value:$11.0M
As of 2025-03-31
Value:$7.7M
As of 2025-03-31
Value:$5.7M
As of 2025-03-31
Value:$5.5M
As of 2025-03-31
Value:$3.9M
#11UBS Group AG
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$2.9M
#13Invesco Ltd.
As of 2025-03-31
Value:$2.8M
As of 2025-03-31
Value:$2.7M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.4M
As of 2025-03-31
Value:$2.4M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.1M
Total Institutional Holders:216
Top 10 Holders Own:62.3%